Jeffrey Bruce Broadhurst
CFP®Professional Summary
Jeffrey Bruce Broadhurst, CFP®, who also goes by Jeffrey B Broadhurst Cfa, Jeffrey B Broadhurst, Jeffrey Broadhurst, is a registered financial advisor currently at BROADHURST FINANCIAL ADVISORS, INC. located in Austin, Texas. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Tax Planning
Biography
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); In 2004 before starting Broadhurst Financial Advisors, Inc., Jeff worked at Standard & Poor’s rating agency in New York City. While there, he was part of the Investment Services Division and evaluated fund managers. Jeff observed that the markets are very efficient and nearly impossible to beat, with active managers routinely underperforming passive benchmarks. Before that he was with Dresdner Kleinwort Wasserstein, the investment banking subsidiary of Dresdner Bank AG. He worked directly...
Other Aliases
Jeffrey B Broadhurst Cfa, Jeffrey B Broadhurst, Jeffrey Broadhurst
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
BROADHURST FINANCIAL ADVISORS, INC.
Contact Information
Main Address
1735 Spyglass Drive Unit 110, Austin, TX 78746Phone Number
(215) 325-1595# of Employees
1SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
259AUM (Assets Under Management)
$128,435,308Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BROADHURST FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(11/23/2004)
(6/22/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Bruce Broadhurst's CRS (Customer Relationship Summary).
Services Offered by Jeffrey
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Tax Planning
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